Viewing Contact Details

Security Note:

What you can see and do in this application depends on the security permissions associated with your 25Live user account. In addition, if your user does not have permission to view Contacts (Basic: 7.0 View Contacts in Series25 Group Administration) the default scheduler for a location may not be visible. If you can't access something you think you should be able to, contact your 25Live Administrator.

Contact names of users that are schedulers, requestors, and other roles appear in 25Live if you have permissions to view them. Users with appropriate permissions can also edit contact details from this view.

To View Contact Details

Contact names in contextImage: Contact names appear in the details of objects throughout 25Live.

1. View the Object Details

When you view the details of an object, such as an event, location, resource, organization, or task, contact names are often included.

2. Hover or Right-Click the Contact Name

To see any available details, click or tap on the contact name. The contact's phone number or email address may be available.

Hovering Your Mouse Over For Quick Details

Contact name detailsImage: Hover over contact name to see available details, with appropriate permissions.

From a desktop view, if you hover your mouse pointer over a contact name, some brief details will appear with clickable links for any email addresses shown.

Right-Clicking A Contact Name to Go to Full Details

Right click for details menuImage: If you right-click the link on the contact name, options appear, including viewing Details.

From a desktop view (or if using a mouse on a tablet), you can right-click on a contact's name to display a menu of choices:

  • Open in New Tab to view full contact details in a new browser tab
  • Details to go directly to the full contact details view
  • List to see a listing of events associated with the contact by role
  • Calendar to view a calendar of events associated with the contact by role

Full contact details viewImage: The full contacts view includes tabs to see the contact's associated contexts.

The full contact details view includes links to the List, Calendar, and Audit Trail contexts for that contact.

Use the star icon (Star empty) next to the contact name to add it to your favorites.

Using the More Actions Display

More Actions display ContactsImage: Open the More Actions display by tapping or clicking on the expansion menu. Collapse it again using the "Collapse" link. 

Use the More Actions menu link to expand all of the options available for Contacts.

You can close the display using the Collapse link.

This display provides the ability to Copy Contact or Delete Contact.

How to Delete a Contact

1. Open the More Actions Display

As described above, use the More Actions menu link to expand all of the options available.

2. Use the Delete Contact Link

Use the delete contact link to open the delete displayImage: Use the Delete Contact link to open the delete display.

With the More Actions menu expanded, use the Delete Contact link to open the delete display.

3. Toggle Delete Mode On

Delete mode toggleImage: A Delete Mode toggle helps ensure you're sure you want to delete the contact.

Toggle the Delete Mode control to On to enable. These extra steps help give you a moment to consider if you want to take the permanent action of deleting the contact.

4. Use the Delete Button and Confirm

With the Delete Mode on, the Delete button and its warning message will display. If you're sure, click or tap the button and confirm in the next dialog. The contact will be permanently deleted from your Series25 database.

Inline Editing Contact Details

Editable contact detailsImage: Use the Edit Mode toggle to make many contact details fields editable for users with appropriate permissions.

Image: Details views feature a toggle to allow inline editing.

Use the Edit Mode toggle at the top of any event, location, resource, or organization details view to turn on or off the ability to edit fields inline. When the toggle is on, edit icons appear next to many fields. Turn the toggle off to protect fields from accidental edits.

Formal Names of Objects

Hover cursor to editImage: Hover your cursor over the field to reveal the editing option.

The formal name field for locations, resources, organizations, or contacts can be edited by hovering your cursor over the name to reveal the editing icon (Edit icon) option.

Text-Based Fields

Use the edit icon to change text-based fields inline from the details view.Image: Use the edit icon to change text-based fields inline from the details view.

For text-based fields, use the edit icon Edit icon to enter the editing mode, make changes, then use the Save button. The Cancel button is available to exit editing mode without saving changes.

Editing multi-line text fieldsImage: Multi-line text fields can also be changed using the edit icon.

The same edit icon Edit icon appears next to multi-line fields, like addresses, to allow editing.

Editing Large Text Fields

Plain text comment fieldImage: Plain text comment fields are found in event details.

Some comment fields are large text fields and can only display plain text, such as those used in event details.

Rich text comment fieldImage: Location and Resource comment fields accept HTML and/or rich text.

Some comment fields use rich text editors for inline editing that can render styles, images, and some HTML (such as links or embedded elements). Examples of uses include adding emphasis to text, images of resources, or 360-degree views of locations. Look for the rich text menus and controls to tell if the field accepts styled elements.

For more, see Inline Editing Details Fields.